See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,984 | $159,901-78.1% | $146,958-76.2% | $145,922-76.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.06% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,372 | $5,286-55.1% | $4,933-51.9% | $4,660-49.1% |
| Participant deferral / active EE | $2,935 | $8,428-65.2% | $8,070-63.6% | $6,688-56.1% |
| Admin fee / account holder | $190 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |